If you previously created a credit memo for a customer, you can apply the
amount of the credit memo to the unpaid invoices and billing statements for
Important: If you've created more than one job for the customer, the credit can be applied only to the job for which it was issued. However, if you have an unapplied credit for a customer because of overpayment on an earlier job, you can
apply the credit toward a second job for that customer.
To do this task
Go to the Customers menu and click Receive Payments.
In the Receive Payments window, click the Received From drop-down list and
choose the customer to whom you're
applying the credit.
A note alerts you if the customer has available credit and the Customer
balance field shows the amount available. If you don't specify the job, the
Unused Credits field shows the total credits available for all jobs.
Click in the Payment column to select the invoice or billing statement to
which you want to apply the credit. Do not click in the checkmark column.
Click the Discount & Credits button.
What if the credit doesn't appear in the Discount and
You can only apply credits that were issued for the same customer and job as
the invoice or billing statement. If the credit was issued for a different job
or only for the parent customer (without a job designation), the credit cannot
be applied to the invoice or billing statement you chose in the Receive
For example, if you issued a credit memo for the Living Room job for Kristy
Abercrombie, you cannot apply the credit to an invoice for the Kitchen job.
If you mistakenly issued the credit memo to the wrong job, you can
edit the credit memo to assign it to
a different job. Otherwise, follow these directions to
use the credits from one
job as payment for another job.
Save the credit.
Edit a credit memo
from one job as payment for another